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David Pierce Muller

Nerdwallet Wealth Partners, LLC

New York, NY

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Current Employers
Nerdwallet Wealth Partners, Llc

123 William Street 21St Floor, New York, NY 10038 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-15
  • NY RA
    APPROVED
    Since 2026-07-15

Branch Locations

123 William Street 21St Floor, New York, NY 10038 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America Merrill Lynch New York NY 05/2018 08/2018
Tocqueville Asset Management New York NY 05/2017 08/2017
Syracuse University New York NY 08/2015 05/2019
Unemployed New York NY 06/2019 11/2019
Axa Advisors Llc New York NY 12/2019 06/2020
Equitable Advisors, Llc New York NY 12/2019 09/2021
Sanford C. Bernstein & Co., Llc. New York NY 09/2021 06/2026
Nerdwallet Wealth Partners, Llc New York NY 07/2026 Present
  • 05/2018 → 08/2018
    Bank Of America Merrill Lynch
    New York, NY
  • 05/2017 → 08/2017
    Tocqueville Asset Management
    New York, NY
  • 08/2015 → 05/2019
    Syracuse University
    New York, NY
  • 06/2019 → 11/2019
    Unemployed
    New York, NY
  • 12/2019 → 06/2020
    Axa Advisors Llc
    New York, NY
  • 12/2019 → 09/2021
    Equitable Advisors, Llc
    New York, NY
  • 09/2021 → 06/2026
    Sanford C. Bernstein & Co., Llc.
    New York, NY
  • 07/2026 → Present
    Nerdwallet Wealth Partners, Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-30
  • S66 Uniform Combined State Law Examination
    2020-01-30
Other Names
  • David Muller

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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